Wealth Advisors of Tampa Bay’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealth Advisors of Tampa Bay’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-414	Closed	-$106K	–	122
2025 Q1	$106K	Buy	+414	New	+$117K	0.04%	104
2022 Q2	–	Sell	-828	Closed	-$212K	–	103
2022 Q1	$212K	Hold	828	–	–	0.06%	100
2021 Q4	$243K	Buy	+828	New	+$250K	0.06%	99
2018 Q4	–	Sell	-1,025	Closed	-$221K	–	72
2018 Q3	$221K	Hold	1,025	–	–	0.16%	67
2018 Q2	$212K	Buy	+1,025	New	+$205K	0.16%	66

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Advisors of Tampa Bay's IWO Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 414 shares — an estimated $106K sold.

Wealth Advisors of Tampa Bay first reported a position in IWO in Q2 2018 and held it in 5 quarters. The position peaked at $243K in Q4 2021. 960 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 414 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $106K.
Wealth Advisors of Tampa Bay first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's iShares Russell 2000 Growth ETF position peaked at $243K in Q4 2021.
960 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.